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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (57892)	4/14/1999 2:57:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

<- Previous Message 3042 of 3042 Reply more on what happened..... altair19 (53/M/Mass.) Apr 14 1999 2:38PM EDT had a few folks call me....here's what I learned: - most of the major organizations hit their cost targets. - Services hit their numbers - PC missed and that shortfall fell to the bottom line. - big mix shift in the business - integrating the three companies, CPQ DEC and Tandem from an information systems perspective is going slowly...vital operating info not well connected. - lot of finger pointing...DEC screwed it up, CPQ's PC strategy wasn't working before they acquired DEC, the acquisition masked it...none of these folks on EP's staff have been involved with a merger of this magnitude. - Rosen is on the warpath but is still backing EP. They thing EM will be gone. - people were shocked by the news but not surprised. - going to be some more cost cutting. - still think the business model is right. - atmosphere around getting bad news to the top of the organization is not good...don't want to hear it. That's pretty much what I got out of listening to them. Hang in, hang on....and keep diversifying Altair19 ("shocked, but not surprised" Interesting comment. El)